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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,864 | $101,499-51.9% | $147,005-66.8% | $74,546-34.5% |
| Participation rate | 64.1% | 75.5%-11.4pp | 82.2%-18.1pp | 67.2%-3.1pp |
| Annual return | 21.14% | 8732.34%-8711.2pp | 418.76%-397.6pp | 1366.03%-1344.9pp |
| Employer contribution / active EE | $1,338 | $3,811-64.9% | $4,934-72.9% | $2,624-49.0% |
| Participant deferral / active EE | $2,524 | $7,304-65.4% | $8,070-68.7% | $4,347-41.9% |
| Admin fee / account holder | $3,338 | $1,748+91.0% | $13,006-74.3% | $1,944+71.7% |